13F History

ManagerCIKFiledPositions13F Reported Value
Stillwater Wealth Management Group 0002063941May 11, 2026 77$161.8M
Collaborative Fund Advisors, LLC 0002132074Apr 28, 2026 160$161.9M
Herbst Group, LLC 0001909319Apr 9, 2026 59$161.9M
Manuka Financial, LLC 0002049064May 8, 2026 56$161.9M
Investment Partners Asset Management, Inc. 0001384416Apr 7, 2026 163$162.0M
Themes Management Co LLC 0002107564May 15, 2026 151$162.1M
Lagoda Investment Management, L.P. 0001632108May 15, 2026 25$162.2M
Bulwark Capital Corp 0002075899Apr 7, 2026 100$162.2M
Bay Capital Advisors, LLC 0002055414Apr 22, 2026 107$162.2M
M3 Advisory Group, LLC 0002014826Apr 22, 2026 149$162.2M
Panoramic Capital Partners, LLC 0002052992Apr 8, 2026 63$162.3M
Sarver Vrooman Wealth Advisors 0002076215Apr 15, 2026 138$162.4M
Accel XI Associates L.L.C. 0001535603May 8, 2026 1$162.4M
Kingstone Capital Partners Texas, LLC 0002057208May 6, 2026 57$162.4M
Traction Financial Partners, LLC 0002007748May 14, 2026 57$162.4M
Invariant Investment Management 0001850871Apr 13, 2026 70$162.4M
Millennium Capital Advisors, LLC 0002097025May 12, 2026 133$162.5M
Kintayl Capital LP 0002032385May 15, 2026 44$162.5M
Capstone Wealth Management Group LLC 0002059649Apr 16, 2026 123$162.5M
Buttonwood Financial Group, LLC 0001847661Apr 15, 2026 30$162.5M
Tru Independence Asset Management 2, LLC 0001849497Apr 22, 2026 82$162.6M
Dahring | Cusmano LLC 0002053669May 5, 2026 58$162.7M
TopTier Wealth Management, LLC 0002109367May 6, 2026 795$162.7M
Instrumental Wealth, LLC 0001976010Apr 21, 2026 73$162.7M
Dean, Jacobson Financial Services, LLC 0001869456Apr 28, 2026 21$162.8M
SALT Holding Corp. 0001996109May 15, 2026 23$162.8M
Converium Capital Inc. 0002043653Aug 11, 2026 14$162.8M
Index Venture Growth Associates IV Ltd 0001865141May 15, 2026 2$162.9M
SummerHaven Investment Management, LLC 0001846436Apr 24, 2026 193$162.9M
Kastel Capital Advisors, LLC 0002111663Apr 20, 2026 55$162.9M
Brindle & Bay Financial Advisors, LLC 0002081139May 4, 2026 67$162.9M
Potrero Capital Research LLC 0001536630May 15, 2026 31$162.9M
Peoples Bank 0000934866Apr 24, 2026 101$162.9M
KRS Capital Management, LLC 0001910876Apr 15, 2026 115$163.1M
Catalina Capital Group, LLC 0002018090Apr 23, 2026 173$163.1M
Omega Fund Management, LLC 0001637359May 15, 2026 10$163.1M
Truffle Hound Capital, LLC 0001595862May 7, 2026 43$163.2M
Hudson Canyon Capital Management 0001978883May 5, 2026 52$163.4M
Basso Capital Management, L.P. 0001287978May 15, 2026 137$163.4M
TB Capital Gestao de Recursos Ltda. 0002077092May 15, 2026 17$163.5M
International Private Wealth Advisors LLC 0002022637Apr 21, 2026 152$163.5M
Reflection Asset Management 0002108398Aug 26, 2026 127$163.5M
Baring Financial LLC 0002052588Apr 7, 2026 72$163.5M
Longview Financial Advisors, Inc. 0001786915Apr 20, 2026 163$163.6M
Gridiron Partners, LLC 0001910867Apr 13, 2026 47$163.7M
Papamarkou Wellner Asset Management inc. 0002063952May 15, 2026 86$163.7M
Alamar Capital Management, LLC 0001846995May 13, 2026 84$163.7M
Chico Wealth RIA 0001926037May 8, 2026 37$163.7M
VMS Asset Management Limited 0002107719May 14, 2026 23$163.8M
Prospect Financial Services LLC 0002012519Apr 24, 2026 104$163.8M
Pps&v Asset Management Consultants, Inc. 0001936380Apr 8, 2026 41$163.8M
Newport Capital Group, LLC 0001869032May 11, 2026 73$164.1M
Clutterbuck Capital Management LLC 0001517638May 14, 2026 4$164.1M
General Partner, Inc. 0001800508Apr 8, 2026 165$164.2M
Addis & Hill, Inc 0002016470Apr 16, 2026 27$164.4M
NewGen Asset Management Ltd 0001845012May 8, 2026 26$164.5M
Bitterroot Capital Advisors LLC 0002110106May 12, 2026 60$164.7M
Sugar Maple Asset Management, LLC 0002012673Apr 21, 2026 84$164.8M
Capital & Planning, LLC 0002053750May 18, 2026 172$164.8M
Buckland Partners Management Co LLC 0002074628May 15, 2026 91$164.9M
Rochester Wealth Strategies, LLC 0001958456Apr 27, 2026 24$164.9M
Taylor Financial Group, Inc. 0002012516May 14, 2026 99$165.0M
Charter Oak Advisors LP 0002022905May 14, 2026 13$165.0M
Dominguez Wealth Management Solutions, Inc. 0001881335Apr 27, 2026 67$165.0M
Grand Alliance Asset Management Ltd 0001986124May 15, 2026 13$165.2M
Optivise Advisory Services LLC 0002042876Apr 15, 2026 183$165.2M
AdviceOne Advisory Services, LLC 0001998980Apr 13, 2026 41$165.2M
Gould Capital, LLC 0001908965May 18, 2026 204$165.3M
Wilkins Miller Wealth Management, LLC 0002057318Apr 22, 2026 89$165.3M
Brewster Financial Planning LLC 0001898145May 4, 2026 26$165.3M
Obsido Oy 0002067281May 15, 2026 20$165.3M
Granite Group Advisors, LLC 0002018114Apr 14, 2026 86$165.3M
Asset Management Advisors, LLC 0001596355Apr 8, 2026 19$165.3M
ZynergyRetirementPlanningLLC 0002031137Apr 17, 2026 26$165.4M
Fort Henry Capital, LLC 0001843536Apr 21, 2026 17$165.4M
Twin Lions Management LLC 0002055318May 15, 2026 10$165.5M
Sfm, LLC 0002064225Apr 8, 2026 63$165.5M
Luminus Management LLC 0001279151May 15, 2026 24$165.5M
Eight 31 Financial, LLC 0002011328May 15, 2026 72$165.6M
Savoir Faire Capital Management, L.P. 0001710593May 1, 2026 44$165.6M
Moon Capital Management LP 0001387303May 13, 2026 13$165.6M
Fee-Only Financial Planning, L.C. 0001954044Apr 29, 2026 43$165.7M
Lighthouse Financial LLC 0002057556May 14, 2026 74$165.7M
Fearless Solutions, LLC dba Best Invest 0002094159Apr 22, 2026 127$165.7M
Copley Financial Group, Inc. 0002045258May 15, 2026 115$165.7M
LFG Wealth Partners, LLC 0002044171Jun 11, 2026 89$165.8M
LM Asset Management Inc. 0002057190May 11, 2026 9$165.8M
Caitlin John, LLC 0002010947May 13, 2026 916$165.9M
Mithaq Capital SPC 0001834600Apr 29, 2026 4$165.9M
Gentry Private Wealth, LLC 0002022634May 5, 2026 91$166.0M
Bucket List Wealth Management, LLC 0002133435May 7, 2026 57$166.1M
Pring Turner Capital Group Inc. 0001568839May 13, 2026 72$166.1M
GeoSphere Capital Management, LLC 0001426876May 15, 2026 40$166.2M
Marin Bay Wealth Advisors, LLC 0002109834May 12, 2026 127$166.3M
BCO Wealth Management LLC 0002054749Apr 16, 2026 42$166.5M
Brown Shipley& Co Ltd 0001912970May 6, 2026 78$166.5M
Integrity Wealth Advisors, Inc. 0001951908May 14, 2026 70$166.6M
White Wing Wealth Management 0002001473Apr 13, 2026 37$166.6M
Ames National Corp. 0001132651May 12, 2026 67$166.6M
Millstone Evans Group, LLC 0002041943Apr 30, 2026 856$166.6M